The expected workflow for UPEFS is:

  1. Upload your file. If that file conforms to USOE templates then we will identify and align the file contents for you to work on so you can skip to step three. Otherwise, proceed to step 2.
  2. Identify the worksheet and columns from your file that should be used in the Column Alignment
  3. Map your organizational codes to the USOE codes in the Mapping section, beginning with Funds and working your way down to Objects .
  4. Submit your final mapped file to the system by certifying it as accurate and complete. The system will validate the file and generate the finalized AFR/APR reports.
  5. Generate reports as needed from Reports